Neil Larson
Advisor at Edwin Lane Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Edwin Lane Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edwin Lane Financial Services, LLC
Location
Kenmore, WA
Credentials
PFS™, Series 63, Series 65
Industry experience
22 years
Neil Larson is a financial advisor at Edwin Lane Financial Services, LLC with 22 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to his current role, he worked at FSIC for 15 years. Outside of his advisory work, Mr. Larson owns and operates a CPA firm that provides accounting, tax, and small business consulting services, and he serves as a trustee and manager for several family and charitable entities. Edwin Lane Financial Services offers portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on long-term, modern-portfolio-theory investment strategies. The firm manages primarily non-discretionary accounts and integrates planning for retirement, tax, insurance, and college savings.
Based on Edwin Lane Financial Services, LLC
1.00% annually
$250/hr
Kenmore, WA
Washington
FSIC
2005 - 2020 (15 years)
Edwin Lane Financial Services, LLC
2002 - Present (24 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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